Sequoia Financial Advisors’s Sunstone Hotel Investors SHO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,814
| Closed | -$140K | – | 1437 |
|
2024
Q4 | $140K | Buy |
11,814
+314
| +3% | +$3.72K | ﹤0.01% | 1252 |
|
2024
Q3 | $119K | Sell |
11,500
-114
| -1% | -$1.18K | ﹤0.01% | 1212 |
|
2024
Q2 | $121K | Sell |
11,614
-181
| -2% | -$1.89K | ﹤0.01% | 1137 |
|
2024
Q1 | $131K | Buy |
11,795
+28
| +0.2% | +$312 | ﹤0.01% | 1090 |
|
2023
Q4 | $126K | Sell |
11,767
-224
| -2% | -$2.4K | ﹤0.01% | 1142 |
|
2023
Q3 | $112K | Buy |
11,991
+443
| +4% | +$4.14K | ﹤0.01% | 909 |
|
2023
Q2 | $117K | Sell |
11,548
-1,479
| -11% | -$15K | ﹤0.01% | 910 |
|
2023
Q1 | $129K | Buy |
13,027
+742
| +6% | +$7.33K | ﹤0.01% | 789 |
|
2022
Q4 | $119K | Buy |
+12,285
| New | +$119K | ﹤0.01% | 761 |
|